PWS
Private Wealth Strategies’s JPMorgan Ultra-Short Income ETF JPST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $336K | Buy |
6,651
+84
| +1% | +$4.24K | 0.07% | 58 |
|
|
2024
Q1 | $331K | Buy |
6,567
+82
| +1% | +$4.14K | 0.07% | 51 |
|
|
2023
Q4 | $326K | Sell |
6,485
-63,323
| -91% | -$3.18M | 0.07% | 54 |
|
|
2023
Q3 | $3.5M | Buy |
69,808
+3,335
| +5% | +$167K | 0.87% | 16 |
|
|
2023
Q2 | $3.33M | Buy |
66,473
+716
| +1% | +$35.9K | 0.8% | 17 |
|
|
2023
Q1 | $3.31M | Buy |
65,757
+587
| +0.9% | +$29.5K | 0.84% | 17 |
|
|
2022
Q4 | $3.27M | Buy |
65,170
+60,435
| +1,276% | +$3.03M | 0.87% | 17 |
|
|
2022
Q3 | $238K | Buy |
+4,735
| New | +$238K | 0.07% | 62 |
|